View and Edit Agent Details
- Go to Settings - Staff - Agents. All existing Staff Agents are listed.
- Click on an agent to view details. The Edit Agent page is displayed:
- The following details are displayed - make changes as required:
- When finished, click Save changes.
Field/Option | Description |
---|---|
Account preferences | |
Name | The agent's name. |
Colour picker | The colour representing the agent in the Site Visit Schedule. |
Cost P/H | The cost per hour for work done by this agent. |
The agent's email address (this is also the username used when accessing the system). | |
Password | The agent's password. |
Avatar | Search for and upload an avatar file if desired. |
Access and Notifications | |
Role | Choose the Role you want to assign to the user from the list of those available. |
Permissions |
When selected you can choose from a list of areas the user will be permitted to access in addition to those granted by the chosen role. This option is only displayed when a role other than the 'Admin' role is selected - the 'Admin' role allows access to all areas of the application. |
Ticket Queues |
Selected Ticket Queues will be accessible to the Staff Agent. |
Email Notification |
Options available: |
Contact Details | Address and telephone contact information |